Maximizing Meetings with Notes
Maximize meetings by determining whether you should take notes, what you need from them, and your general tendencies.
Understanding Meeting Context
- Adjust your notes based on the type of meeting it is:
- Information sharing (coffee chat, 1:1)
- Status update (mentor meeting, follow-up, 1:1)
- Decision making (cross-team collaboration)
- Problem solving (brainstorming chat)
- Innovation (creative chat)
- Team building (group chat, virtual happy hour)
- Learning (workshop, personal enrichment)
- Networking (recruiter event, conference)
- Chance encounter (travel, serendipity)
- Determine what you will need as a result:
- General meeting notes for future reference
- General notes on a specific person you want to keep in touch with
- To-do list of action items
- Follow-up by reaching out or being helpful
Once you know whether to take notes and what the context is, know thyself!
- Are you the type of person who wants to log everything obsessively and has a Moleskine full of notes?
- Are you someone who likes to take notes on your phone?
- Have trouble staying present while taking notes?
- Scribble very brief notes after the meeting is over- just enough to be useful to you!
- Tag action items, remember to follow through, or classify anything else important that you need for future reference.
- See more on Writing Useful Notes.
Power Searching By Context
Clay can be helpful to you in a variety of contexts. Here are a few examples of how you can search depending on which context you are in: You just
Set Future Reminders Add Additional Information Flag Incorrect or Incomplete Profiles Remove Contact